7. Introducing Our First AI Agent for Vendor Bill & Expense Management Digitalization

arshsheikh
Jun 16
2 min read

At QZ Infomatics, we’re thrilled to share a major milestone in our automation journey, the launch of our first AI-powered document digitalization agent.

This intelligent tool, built with in-house innovation and customer centric thinking, leverages OCR (Optical Character Recognition) to automatically scan, extract, and digitize vendor bills directly into Odoo ERP, simplifying what was once a tedious, manual task.

Why We Built It

While Odoo offers similar functionality as a paid add-on (0.5 AED per document), we recognized the cost could quickly add up for many of our customers. We saw this as an opportunity to build our own AI solution, tailor-made to offer the same, if not better, results, without the recurring costs.

The beta version has already been deployed with one of our trusted partners, and the initial feedback has been incredibly encouraging.

What Our AI Agent Can Do

Digitize Vendor Bills: Extract key information such as supplier name, invoice number, dates, line items, tax, and total values.
Seamless Odoo Integration: Pushes digitized data directly into the ERP system.
Supports Expense Documents: Parking slips, fuel receipts, Salik, food bills, all can be scanned and processed with ease.
Reads PDFs & Images: Both system-generated and scanned documents are supported.
New Tax Handling: Introduces a “Tax Excluded” tag for non-taxable items to improve clarity and reporting, based on direct feedback from Mr. Fayaz.

Expense OCR Digitalization Beta Completed

Building on the success of vendor bill automation, we’re excited to announce the completion of our Expense OCR Digitalization module, now supporting both PDFs and image files.

This means:

Employees can now upload snapshots of their receipts,
The system will read and digitize the data automatically,
And expenses can be tracked in real time, with minimal human intervention.

What’s Next?

Rollout of the feature to all our customers
Continuous refinement based on live user input
Future roadmap includes WhatsApp/SMS receipt uploads and AI-driven fraud detection

Thank You

To our early adopters and testing teams: thank you for your support and trust. Your collaboration has been instrumental in making this vision a reality.

This is just the beginning. With AI-driven automation, we’re reimagining how businesses handle documents, manage expenses, and operate more efficiently, one process at a time.

Stay tuned for more innovations from QZ Infomatics

If you’d like to see the AI agent in action or discuss a potential implementation for your organization, reach out to us, we’re here to help.